Financial Planning Administrator

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and well-established wealth management firm that is entering an exciting new phase of growth following its acquisition by a leading national financial planning group.

This is an excellent opportunity to join a growing, forward-thinking business that genuinely invests in its people. Working alongside a team of experienced Financial Planners and Paraplanners, you'll play a key role in delivering an exceptional client experience while benefiting from genuine long-term career development and ongoing professional support.

The Role

You'll become an integral member of the Financial Planning team, providing first-class administrative support and ensuring clients receive an outstanding level of service throughout the advice process.

Your responsibilities will include:

• Processing new business efficiently and accurately.
• Preparing client review packs and supporting annual review meetings.
• Liaising with product providers and handling client enquiries.
• Arranging client meetings and managing adviser diaries.
• Processing illustration requests.
• Maintaining accurate client records and ensuring all documentation is compliant.
• Providing back-office support across pensions, investments and protection.
• Assisting with day-to-day client administration ...